Steward Partners Investment Advisory, LLC Ishares Tr Us Telecommunicatio Transaction History

Steward Partners Investment Advisory, LLC

  • $10.9 Billion
  • Q1 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Ishares Tr Us Telecommunicatio stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 1,399 shares of IYZ stock, worth $41,928. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,399
Previous 1,378 1.52%
Holding current value
$41,928
Previous $36,000 5.56%
% of portfolio
0.0%
Previous 0.0%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$26.51 - $28.57 $556 - $599
21 Added 1.52%
1,399 $38,000
Q4 2024

Feb 06, 2025
SELL
$25.22 - $28.15 $5,018 - $5,601
-199 Reduced 12.62%
1,378 $36,000
Q3 2024

Nov 14, 2024
BUY
$21.65 - $25.28 $1,255 - $1,466
58 Added 3.82%
1,577 $39,000
Q2 2024

Aug 08, 2024
SELL
$20.47 - $21.85 $573 - $611
-28 Reduced 1.81%
1,519 $32,000
Q1 2024

May 15, 2024
BUY
$21.62 - $23.92 $4,605 - $5,094
213 Added 15.97%
1,547 $34,000
Q4 2023

Feb 12, 2024
SELL
$19.9 - $22.82 $25,452 - $29,186
-1,279 Reduced 48.95%
1,334 $30,000
Q3 2023

Nov 13, 2023
BUY
$21.07 - $22.86 $17,572 - $19,065
834 Added 46.88%
2,613 $55,000
Q2 2023

Aug 14, 2023
SELL
$20.98 - $23.09 $1.44 Million - $1.59 Million
-68,789 Reduced 97.48%
1,779 $39,000
Q1 2023

May 15, 2023
BUY
$22.0 - $25.14 $406,142 - $464,109
18,461 Added 35.43%
70,568 $1.63 Million
Q4 2022

Feb 15, 2023
SELL
$20.4 - $23.77 $347,330 - $404,708
-17,026 Reduced 24.63%
52,107 $1.17 Million
Q3 2022

Nov 10, 2022
BUY
$20.88 - $27.03 $939,265 - $1.22 Million
44,984 Added 186.28%
69,133 $1.44 Million
Q2 2022

Aug 04, 2022
SELL
$23.96 - $30.44 $1.04 Million - $1.33 Million
-43,578 Reduced 64.34%
24,149 $607,000
Q1 2022

May 02, 2022
BUY
$28.69 - $33.15 $1.94 Million - $2.24 Million
67,461 Added 25361.28%
67,727 $2.02 Million
Q4 2021

Feb 08, 2022
BUY
$30.27 - $33.17 $6,719 - $7,363
222 Added 504.55%
266 $9,000
Q3 2021

Nov 12, 2021
BUY
$32.45 - $34.78 $32 - $34
1 Added 2.33%
44 $1,000
Q4 2020

Feb 11, 2021
BUY
$26.37 - $30.93 $26 - $30
1 Added 2.38%
43 $1,000
Q2 2020

Aug 06, 2020
BUY
$24.07 - $29.74 $24 - $29
1 Added 2.44%
42 $1,000
Q2 2019

Jul 25, 2019
BUY
$28.0 - $31.04 $1,148 - $1,272
41 New
41 $1,000
Q4 2018

Jan 15, 2019
SELL
$24.71 - $29.79 $12,873 - $15,520
-521 Closed
0 $0
Q3 2018

Oct 23, 2018
SELL
$27.56 - $30.08 $27 - $30
-1 Reduced 0.19%
521 $16,000
Q2 2018

Jul 20, 2018
BUY
$26.51 - $28.06 $12,671 - $13,412
478 Added 1086.36%
522 $14,000
Q4 2017

Jan 19, 2018
SELL
$27.56 - $31.9 $964 - $1,116
-35 Reduced 44.3%
44 $1,000
Q2 2017

Nov 22, 2017
SELL
N/A
-2,673 Reduced 97.13%
79 $2,000
Q1 2017

Nov 22, 2017
BUY
N/A
2,752
2,752 $88,000

Others Institutions Holding IYZ

# of Institutions
151
Shares Held
10.4M
Call Options Held
59.6K
Put Options Held
0
View Full List

About ISHARES TR US TELECOMMUNICATIO

IYZ Quotes by TradingView
  • Ticker IYZ
  • Sector ETFs
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More about IYZ
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